Estate Planning

At Precision Wealth we realize that the essential goal behind every estate plan is to help give our clients the resources they need. This may come with strategies designed for the management of one’s assets and the establishment of a financial plan for loved ones and worthy causes.

Whether your goal is to establish a trust, avoid Probate, manage taxes, designate a trustee and a plan of asset distribution, or more complex charitable planning, a team of qualified professionals can help design and implement your strategic estate plan. Common NAFEP services to consider include:

Living Trusts

Asset & Life Insurance Planning

Long Term Care

Charitable Giving and Charitable Remainder Trusts

Irrevocable Life Insurance Trusts

Family Limited Partnerships

Qualified Retirement Plan Trusts

Private Annuity Trusts

Please keep in mind that neither Parkland Securities, LLC nor its Representatives may offer tax, accounting and/or legal advice. Prospects and clients should contact their own advisors in these areas regarding their personal situation.

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